FFOXvsCSMDETF Comparison
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FundX Future Fund Opportunities ETF (FFOX) belongs to the Multiple Trends segment. Congress SMid Growth ETF (CSMD) is part of the US Multi-Factor segment. FFOX's top 3 sector exposures are Industrials, Healthcare and Technology. In contrast, CSMD's top sector exposures are Technology, Industrials and Healthcare. FFOX is more expensive with a Total Expense Ratio (TER) of 1.02%, versus 0.68% for CSMD. FFOX is up 11.95% year-to-date (YTD) with +$37M in YTD flows. CSMD performs better with 12.72% YTD performance, and +$20M in YTD flows. Run a side-by-side ETF comparison of FFOX and CSMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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FFOX vs CSMD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FFOX CSMD | -0.32%-1.15% | +6.94%+9.51% | +11.95%+12.72% | +18.84%+10.75% | n/an/a | n/an/a |
| Flows | FFOX CSMD | +$2M+$2M | +$12M+$4M | +$37M+$20M | +$71M+$97M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FFOX CSMD | +17.90%+23.13% | +17.66%+20.73% | n/an/a | n/an/a |
| Max drawdown | FFOX CSMD | -6.75%-9.67% | -12.49%-14.80% | n/an/a | n/an/a |
| Max drawdown duration | FFOX CSMD | 29d35d | 49d130d | n/an/a | n/an/a |
Trading data
FFOX | CSMD | |
Last sale 8/5/2026 at 1:30 PM | $30.31 | $35.46 |
| Previous close 08/04/2026 | $30.45 | $35.64 |
| Consolidated volume 08/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/5/2026 at 1:30 PM
Live
Closed
FFOX | CSMD | |
|---|---|---|
| Last price | $30.31 | $35.46 |
| 1D performance | -0.46% | -0.51% |
| AuM | $244.16 M | $479.63 M |
| E/R | 1.02% | 0.68% |
Characteristics
FFOX | CSMD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | FundX | Congress Asset Management |
| Benchmark | - | - |
| N° of holdings | 72 | 46 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 9, 2025 | August 22, 2023 |
| ESG | No | No |
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Exposure
Countries
FFOX
USA
90.23%
Other
9.77%
CSMD
USA
92.13%
Other
7.87%
Sectors
FFOX
Industrials
19.07%
Healthcare
18.45%
Technology
18.39%
Finance
10.57%
Non-Energy Materi.
8.57%
Consumer Services
7.45%
Other
17.5%
CSMD
Technology
21.11%
Industrials
20.93%
Healthcare
19.65%
Non-Energy Materi.
10.95%
Finance
8.23%
Other
19.13%
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Diversification
FFOX
Total weight of top 15 holdings out of 15
32.06%
CSMD
Total weight of top 15 holdings out of 15
46.04%
Top 15 holdings
Data as of June 30, 2026
FFOX
Guardant Health, Inc.
3.15%
Halozyme Therapeutics, Inc.
3.12%
Carpenter Technology Corp.
2.20%
BWX Technologies, Inc.
2.17%
Ionis Pharmaceuticals, Inc.
2.15%
StoneX Group, Inc.
2.06%
Ciena Corp.
2.05%
Globus Medical, Inc.
2.03%
Mercury Systems, Inc.
2.00%
Natera, Inc.
1.99%
Advanced Drainage Systems, Inc.
1.90%
Ligand Pharmaceuticals, Inc.
1.89%
FirstCash Holdings, Inc.
1.81%
Wintrust Financial Corp.
1.80%
Standex International Corp.
1.74%
CSMD
Curtiss-Wright Corp.
4.13%
Valmont Industries, Inc.
3.88%
Carpenter Technology Corp.
3.77%
nVent Electric Plc
3.63%
Sterling Infrastructure, Inc.
3.46%
Rambus, Inc.
3.24%
Rubrik, Inc.
3.17%
Repligen Corp.
2.75%
Novanta, Inc.
2.64%
Entegris, Inc.
2.64%
Ligand Pharmaceuticals, Inc.
2.64%
Affirm Holdings, Inc.
2.61%
UFP Technologies, Inc.
2.54%
Halozyme Therapeutics, Inc.
2.47%
Dutch Bros, Inc.
2.47%
Frequently asked questions about FFOX and CSMD
How have the FFOX and CSMD ETFs performed in 2026?
As of August 4, 2026, FFOX is up 11.95% year-to-date (YTD), while CSMD has returned 12.72%. That puts CSMD better performer ahead so far this year.
Which ETF is attracting more investor money: FFOX or CSMD?
Year-to-date, the FFOX ETF saw +$37M in flows, compared to +$20M for CSMD.
Which ETF is more volatile: FFOX or CSMD?
Over the past year, FFOX had a volatility of 17.66%, while CSMD experienced 20.73%.
Which ETF is bigger: FFOX or CSMD?
As of August 4, 2026, FFOX holds $244.16 M in assets under management (AUM), while CSMD manages $479.63 M.
What sectors do the FFOX and CSMD ETFs invest in?
FFOX leans toward sectors like Industrials, Healthcare and Technology. Meanwhile, CSMD focuses on Technology, Industrials and Healthcare.
What are the top holdings of the FFOX ETF and CSMD ETF?
FFOX top holdings include Guardant Health, Inc., Halozyme Therapeutics, Inc. and Carpenter Technology Corp.. CSMD holds in its top three: Curtiss-Wright Corp., Valmont Industries, Inc. and Carpenter Technology Corp..
Which ETF is more diversified: FFOX or CSMD?
FFOX holds 72 securities with 32.06% of its assets in the top 15. CSMD has 46 securities and a top 15 weight of 46.04%.
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